The Landlords In Debt Reminder from Home Page shows any Landlords that owe money (a negative balance) . Click on the Reminder to display the Debt Management screen. The Debt Management screen can also be accessed by Financial Tab → Debt Management → Manage Debts.
From here you can produce an Account Statement showing the arrears or an email displaying the arrears with a .PDF of the Account Statement attached.
Optionally you can filter the Contacts by Account, Contact Type, Site / Branch or Contact. There's also an option to Exclude Previously Emailed.
The following information will be displayed:
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Contact
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Property
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Last Statement Date
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Rent Due Day
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Bank Account
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Amount Owed
The Menu button has the following options
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Reports
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Find
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Export Grid To Excel
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Refresh
Using the Debt Management screen
Step 1 - Select to include the Contacts that you want to chase for money, filter options are available for Account, Contact Type, Site Branch or a specific Contact. Click Run.
Step 2 - Choose to either:
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Print a Copy of the Statement for filing
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Print a Copy of each Statement to Post
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Produce Emails and attach Statements as a .PDF
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Produce SMS Texts
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The Debt management screen will exclude any Landlords with Consolidated Payments selected (in More Details). These Landlords should be managed via the Consolidated Debt Management screen.
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Merge fields of "AccountArrears" and "AccountArrearsDaysOverdue" can be used for letters, emails and SMS texts to show how much is outstanding and by the days overdue.